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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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578 results found

  1. Option to empty the catalog, i.e. delete items and folders in one click without having to select them one by one

    8 votes

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  2. Wants to enter one product list in USD and then when change currency, it updates with the exchange rate (europe and asia mainly). see having 10-15 currencies needed over the next few years

    8 votes

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  3. Show different totals for different product types in a pricing table. Depending on cell's value and column.

    8 votes

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  4. Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.

    8 votes

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  5. I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.

    7 votes

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    • Will allow the user to hide the Sub total and the Total same as on the pricing table.
    7 votes

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  6. Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.

    It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"

    7 votes

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  7. I'd like to press one button to group pricing tables by "Product" or by columns/fields.

    For example, I have a template with multiple pricing tables, I'd like to group tables by the "Product" name then sort by the "Name" field. Alternatively, I'd like to sort pricing tables to ensure everything with the same name is grouped together.

    7 votes

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  8. hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future

    7 votes

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  9. calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.

    7 votes

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  10. Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).

    7 votes

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  11. To have the option to save a product from the pricing table to the catalog for manually added products

    7 votes

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  12. 7 votes

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  13. Ability to integrate the ERP system/or track the product quantity within the PandaDoc native catalog

    7 votes

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  14. Be able to set up discounts for catalog items and insert the items with those discounts

    7 votes

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  15. The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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  16. Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.

    7 votes

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  17. enable quantity editing on all products simultaneously in the pricing table

    7 votes

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  18. Being able to use Quote Builder with Transfer Data functionality.

    6 votes

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  19. It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…

    6 votes

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